Congress Wealth Management’s CBRE Group CBRE Stock Holding History

Congress Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$985K	Buy	+7,025	New	+$888K	0.01%	709

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's CBRE Position: Q2 2025 in Review

Congress Wealth Management opened a new position in CBRE Group (CBRE) in Q2 2025: 7,025 shares worth $985K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings.

1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

Congress Wealth Management held 7,025 shares of CBRE Group worth $985K as of Q2 2025.
CBRE Group was a new Congress Wealth Management position in Q2 2025.
CBRE Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #709 holding.
1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.